Paraplanner

We are the #1 fastest‑growing private company in Columbus, Ohio, by Inc. 5000, and one of the top and youngest financial planning firms in the country. Peak has grown from one team member to over 60 team members in just 4 years. In 2025, we had over 5,400 applicants, we only hired 19. As a scaling start‑up, we are very particular to ensure we hire the best and those aligned with our values and intensity.

We are not a firm for everyone. At Peak, we integrate Christian and conservative values and biblical principles in everything we do.

Job listing expires on June 11, 2026.

• Elite at what they do. Extremely hard worker. Gritty. Gets things done. Internal need to succeed.
• Hates working with B and C players.
• Does not need to be told twice what to do.

• Has a servant’s heart and a purpose bigger than themselves.
• Will help a team member fix a flat on the side of the road at 6 a.m.
• Goes above and beyond to provide a “White Glove Service” to our clients.

• Excited to join a fast‑growing startup with extreme upside.
• Growth Mindset in all areas of life – professionally, personally, physically, and spiritually.
• “Lifer” – those who want to work with us for 30+ years (not just a 9‑5 job).
• No Experience Needed
• The ability to earn your Series 65 and Life & Health license
• Interest in obtaining the CKA® Credential
• Prepare financial plans, tax reports, and meeting presentations for advisors
• Attend client meetings and provide real‑time support to advisors
• Assist with routine client service requests and follow‑up
• Handle miscellaneous tasks as assigned to support advisor productivity
• Receive extensive mentorship and training to develop into a financial planner